DCM
CVBF icon

DGS Capital Management’s CVB Financial CVBF Stock Holding History

DGS Capital Management’s Portfolio CVBF Stock Details CVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-13,472
Closed -$251K – 652
2025
Q4 		$251K Buy
+13,472
New +$258K 0.04% 381

Other funds holding CVBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

DGS Capital Management's CVBF Position: Q1 2026 in Review

DGS Capital Management sold out of CVB Financial (CVBF) in Q1 2026, closing a stake of 13,472 shares — an estimated $251K sold.

DGS Capital Management first reported a position in CVBF in Q4 2025 and held it in 1 quarter. The position peaked at $251K in Q4 2025. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • DGS Capital Management reported no remaining CVB Financial position as of Q1 2026 after selling out during the quarter.
  • DGS Capital Management sold 13,472 CVB Financial shares in Q1 2026, an estimated $251K.
  • DGS Capital Management first reported a position in CVB Financial in Q4 2025 and held it in 1 quarter.
  • DGS Capital Management's CVB Financial position peaked at $251K in Q4 2025.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.